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Wasatch Advisors’s loanDepot LDI Stock Holding History

Wasatch Advisors’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.87M Buy
2,296,300
+609,893
+36% +$822K 0.02% 199
2026
Q1 		$2.39M Buy
1,686,407
+126,451
+8% +$260K 0.02% 193
2025
Q4 		$3.23M Buy
+1,559,956
New +$4.33M 0.02% 195

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

Wasatch Advisors's LDI Position: Q2 2026 in Review

Wasatch Advisors increased its loanDepot (LDI) stake by 36% in Q2 2026, buying an estimated $822K and bringing the position to 2,296,300 shares worth $2.87M. The position accounts for 0.02% of the portfolio, ranked #199.

Wasatch Advisors first reported a position in LDI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.23M in Q4 2025. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Wasatch Advisors held 2,296,300 shares of loanDepot worth $2.87M as of Q2 2026.
  • Wasatch Advisors bought 609,893 loanDepot shares in Q2 2026, an estimated $822K.
  • loanDepot made up 0.02% of Wasatch Advisors's portfolio in Q2 2026, its #199 holding.
  • Wasatch Advisors first reported a position in loanDepot in Q4 2025 and has held it in 3 quarters since.
  • Wasatch Advisors's loanDepot position peaked at $3.23M in Q4 2025.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.